Alcoa
651 hedge funds and large institutions have $13.5B invested in Alcoa in 2014 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 233 increasing their positions, 218 reducing their positions, and 64 closing their positions.
63% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 64
4% more funds holding
Funds holding: 625 → 651 (+26)
7% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 218
2% more capital invested
Capital invested by funds: $13.2B → $13.5B (+$322M)
0.07% more ownership
Funds ownership: 28.92% → 28.99% (+0.07%)
14% less call options, than puts
Call options by funds: $544M | Put options by funds: $632M
30% less funds holding in top 10
Funds holding in top 10: 20 → 14 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OHCM
Oak Hill Capital Management
New York
|
+$421M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$93.8M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$85.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$84.5M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$71.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marketfield Asset Management
New York
|
-$249M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$137M |
| 3 |
AIM
Assured Investment Management
New York
|
-$83.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$58.1M |
| 5 |
OH
Orbis Holdings
Hamilton,
Bermuda
|
-$53.5M |
AA Hedge Fund Activity: Q4 2014 in Review
651 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2014, worth a combined $13.5B — up 2.4% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new AA positions and 64 closed out — a net gain of 40 holders — while 233 added to existing stakes and 218 trimmed.
The largest buyer was Oak Hill Capital Management, opening a new position worth an estimated $421M. The largest seller was Marketfield Asset Management, exiting entirely with an estimated $249M sold.
- 651 institutional investors held Alcoa (AA) as of Q4 2014, up from 625 in Q3 2014.
- Funds reported $13.5B of Alcoa stock for Q4 2014, up 2.4% quarter-over-quarter.
- 104 funds opened new Alcoa positions in Q4 2014 and 64 closed out, a net change of +40 holders.
- The largest Alcoa buyer in Q4 2014 was Oak Hill Capital Management, an estimated $421M added.
- The largest Alcoa seller in Q4 2014 was Marketfield Asset Management, an estimated $249M sold.
Based on aggregated 13F filings for Q4 2014.